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The purpose imperative

from CFA Institute Enterprising Investor

Purpose and mindset. These aren’t the first words we think of to describe the investment industry, but according to Jim Ware, CFA, Michael Falk, CFA, and Keith Robinson, partners at Focus Consulting Group, they should be. In their new book Money, Meaning, and Mindset: Radical Reform for the Investment Industry, the three argue that diminishing margins will force industry leaders to include more purposeful values. more

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